Townsite Plaza 3, 120 SE. 6th Ave.,
Our mission is to build, manage and protect our clients' wealth.
We offer comprehensive investment and wealth management services to select families, individuals, business owners and institutions.
Committed to earning your trust.
We are compassionate, clear and concise in caring for your financial well-being.
We always put you first.
As a fiduciary, your interests come before all else. We do what is right for you, always.
Every interaction, no matter how new or longstanding the relationship, is based on humble inquiry – our sincere and genuine interest in understanding your situation; your feelings and emotions about money; and what you want your money to do for you.
We render objective, unbiased and cost-effective advice based on in-depth analysis of your needs and objectives. With your agreement, we implement a personalized financial plan that covers investments, retirement planning, estate planning issues and insurance.
We continually monitor and evaluate the performance of your plans. We suggest adjustments when material changes occur in the markets; whenever material changes – transitions – occur in your life; and anytime we can find better ways to help you achieve your financial goals.
At Endeavor Private Wealth we will always put our clients first. We enjoy celebrating and honoring your successes and achievements. We strive to help you build a lifelong legacy. As you live out your life story, we will be at your side through it all. Good and bad, thick and thin, helping you write each chapter. Your life endeavors include overcoming adversity, finding meaning and purpose, and making the world a better place.
Your life is an ever-changing puzzle. As money-related ideas or questions come up, we are always there for you. That is because the four cornerstones of wealth serve as the foundation upon which we help you build, manage, protect and transition your wealth.Investment Management.
Borrowing and Liability Management.
Non Portfolio Risk Management.
Estate Planning and Fiduciary Services.
Traditional retirement planning focuses on securing a stream of income by enabling you to enjoy retirement without the worry of exhausting your financial resources. At Endeavor Private Wealth, we focus not only on your financial assets but also on another worthy and precious asset - time.
As wealth grows, money enables you to provide more for your family's needs, further your business and professional interests, and pursue your personal, social, and charitable aspirations.
We help you carefully manage and purposely deploy your wealth, empowering you to accomplish meaningful goals in positive and responsible ways – one generation to the next – without stifling the initiative and independence of your children and grandchildren.
(785) 329- 2512
Client Service Manager